Brown, Lisle/Cummings’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brown, Lisle/Cummings’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$427K	Buy	4,714 +145	+3%	+$13.5K	0.11%	163
2025 Q4	$409K	Sell	4,569 -166	-4%	-$14.7K	0.1%	164
2025 Q3	$413K	Hold	4,735	–	–	0.11%	163
2025 Q2	$395K	Hold	4,735	–	–	0.11%	164
2025 Q1	$358K	Buy	4,735 +166	+4%	+$12.4K	0.1%	174
2024 Q4	$321K	Hold	4,569	–	–	0.1%	176
2024 Q3	$357K	Hold	4,569	–	–	0.11%	167
2024 Q2	$332K	Hold	4,569	–	–	0.11%	167
2024 Q1	$339K	Sell	4,569 -304	-6%	-$21.6K	0.12%	159
2023 Q4	$343K	Hold	4,873	–	–	0.13%	156
2023 Q3	$314K	Buy	4,873 +216	+5%	+$14.5K	0.14%	138
2023 Q2	$314K	Buy	4,657 +304	+7%	+$20.6K	0.14%	148
2023 Q1	$291K	Buy	4,353 +2,460	+130%	+$161K	0.15%	140
2022 Q4	$117K	Sell	1,893 -196	-9%	-$11.5K	0.06%	201
2022 Q3	$110K	Hold	2,089	–	–	0.06%	198
2022 Q2	$123K	Hold	2,089	–	–	0.07%	194
2022 Q1	$145K	Hold	2,089	–	–	0.07%	193
2021 Q4	$156K	Buy	+2,089	New	+$157K	0.08%	179

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brown, Lisle/Cummings's IEFA Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q1 2026, buying an estimated $13.5K and bringing the position to 4,714 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #163.

Brown, Lisle/Cummings first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Brown, Lisle/Cummings held 4,714 shares of iShares Core MSCI EAFE ETF worth $427K as of Q1 2026.
Brown, Lisle/Cummings bought 145 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $13.5K.
iShares Core MSCI EAFE ETF made up 0.11% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #163 holding.
Brown, Lisle/Cummings first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.